Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WFG (West Fraser Timber Co. Ltd.) 10.49% -6.89% 1.47% 0.91% 123.36% 61.18% NA
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
Name Start Date End Date
WFG (West Fraser Timber Co. Ltd.) 02/17/2009 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -1.03 -6.89 1.47 0.91 123.36 61.18 NA 10.49 -28.14 3.70 21.71 -22.28 108.40 61,393.33 300.00 -30.00 -54.55 120.00 100.00 -44.44 -18.18 22.22 50.00
Sharpe Ratio NA -0.19 -0.04 -0.06 0.48 NA NA 0.95 -1.08 -0.11 0.56 -0.52 1.67 0.76 2.14 -0.19 -0.45 1.01 0.91 -0.38 -0.13 0.05 0.15
Standard Deviation(%) NA 31.75 29.78 33.82 253.93 NA NA 34.63 29.10 27.18 31.37 45.63 52.48 1,291.20 141.02 160.71 120.06 118.60 109.78 118.62 138.36 435.63 394.13
Draw Down(%) NA 25.01 40.77 40.77 75.00 NA NA 22.60 35.48 16.30 27.35 30.81 23.52 19.03 50.00 62.50 82.76 30.00 50.00 66.67 55.00 58.33 66.67
Yield(%) 0.00 1.72 1.77 1.57 2,619.00 855.28 1,296.25 0.51 1.48 1.49 1.63 1.22 1.13 0.30 800.00 400.00 151.72 500.00 1,120.00 622.22 116.67 0.00 266.67
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFG (West Fraser Timber Co. Ltd.) -43.35%
Aug 2014 – Aug 2017
-17.40%
Feb 2011 – Feb 2016
91.52%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFG (West Fraser Timber Co. Ltd.) 1,490.13%
Feb 2019 – Feb 2022
452.65%
Apr 2016 – Apr 2021
136.53%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return